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Fidelity Puritan Fund Class K: (MF: FPUKX)
(NASDAQ Mutual Funds) As of Jun 12, 2024 08:00 PM ET
$26.10 USD
+0.26 (1.01%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The Fidelity Puritan fund was incepted in April 1947 and is managed by Fidelity Group. The objective of this fund is to seek income and capital growth consistently with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower quality debt securities. The fund invests at least 25% of total assets in fixed income senior securities (including debt securities and preferred stock). The fund invests in domestic and foreign issuers. The fund offers dividends quarterly in March, June, September and December. Capital gains are offered twice a year in September and December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Fidelity Puritan K | FPUKX | NA | NA | 0.00 | 0.00 | 0.38 | 0.42 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Fidelity Puritan Fund | FPURX | 25.22 | 4/16/1947 | 0.37 | 18.64 | 4.56 | 10.11 |
| Fidelity Puritan Fund K | FPUKX | 26.10 | 5/15/2008 | 0.39 | 18.75 | 4.64 | 10.20 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Fidelity Puritan K | FPUKX | 0 | 0 | 0 | Q |
Contact Information
| Family | Fidelity |
| Address | 82 Devonshire St Boston, MA 02109 |
| Phone | 800 544-6666 |